Kerry Inc. Savings Plan — Form 5500 plan (Kerry Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kerry Inc. Savings Plan is a benefit plan reported by Kerry Inc. under EIN 51-0274193 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,604 participants and $544,699,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kerry Inc.
- EIN
- 51-0274193
- Plan number
- 002
- Plan type
- 2
- Location
- Beloit, WI
- Latest filing year
- 2023
- Participants
- 7,604
- End-of-year plan assets
- $544,699,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,604 | H, C | 20241015110817NAL0028154401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $544,699,161
- Total liabilities (EOY)
- $6,030
- Net assets (EOY)
- $544,693,131
- Net assets (BOY)
- $478,058,462
Income & contributions
- Employer contributions
- $19,388,628
- Participant contributions
- $26,738,162
- Total contributions
- $51,116,210
- Total income / additions
- $134,368,753
Expenses & distributions
- Benefits paid
- $65,079,191
- Administrative expenses
- $925,648
- Total expenses
- $66,056,379
- Net increase / (decrease)
- $68,312,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $481,855 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $341,763 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting Inc | NONE | $166,507 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $147,280 | not reported in the loaded dataset | 2023 |
| Thompson Hine Llp | NONE | $49,338 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $1,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kerry Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Beloit, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mercer Investment Consulting Inc — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation